Investor Relations Associate jobs in United States
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CAZ Investments · 2 days ago

Investor Relations Associate

CAZ Investments is an investment management firm focused on providing exclusive access to unique alternatives for their global network of investors. The Investor Relations Associate will support the business development and marketing teams, assisting in various capacities to achieve the firm's strategic objectives while also providing opportunities for growth within the organization.

Financial Services
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Comp. & Benefits
Hiring Manager
Brandee Andrews
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Responsibilities

Support the business development and provide them with tools and materials that will accelerate their success
Assist in the management of marketing plans in support of strategic business objectives, working collaboratively with the business development Team, the partner service associates and the Sr. VP of Marketing
Support, attend or participate in CAZ events and other initiatives as required
Assist in maintaining brand consistency throughout marketing and project deliverables

Qualification

Finance degreeSalesforce proficiencyExcel proficiencySocial Media marketingMicrosoft Office proficiencyOutgoing personalityOrganizational skillsWritten communicationTeam playerAttention to detail

Required

Bachelor's degree in Finance, Economics, or a related field
Ability to work in a fast-paced environment under strict deadlines
Exceptional organizational and written communication skills with exacting attention to detail
Proficiency with Excel and Microsoft Office, with experience with building sophisticated PowerPoint presentations
Outgoing personality and the ability to interact with rooms full of people with confidence
Selfless team player with a strong work ethic

Preferred

2-3 years prior experience in a related field is preferred
Proficiency in Salesforce is a plus
Experience with Social Media marketing is a plus

Benefits

Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio

Company

CAZ Investments

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CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas.

Funding

Current Stage
Growth Stage

Leadership Team

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Sam Levens, CFA
Deputy Chief Investment Officer
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Company data provided by crunchbase